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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $8.1B AUM 1,613 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New 689 Added 579 Reduced 113 Exited
Page 39 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 GIS GENERAL MILLS INC Consumer Defensive 19,712.0 $734K 0.01% $37.22 -10.1%
762 SOXX ISHARES TR 2,231.0 $733K 0.01% $328.65 +59.8%
763 CRUS CIRRUS LOGIC INC Technology 5,067.0 $733K 0.01% -1K -18.8% $144.62 +15.2%
764 NWN NORTHWEST NAT HLDG CO Utilities 13,624.0 $725K 0.01% $53.22 -6.4%
765 TPH TRI POINTE HOMES INC Consumer Cyclical 15,492.0 $724K 0.01% +274.0 +1.8% $46.73 +0.5%
766 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 65,664.0 $724K 0.01% +9K +15.1% $11.02 +1.5%
767 NTRS NORTHERN TR CORP Financial Services 5,155.0 $724K 0.01% $140.37 +19.1%
768 EMBOTELLADORA ANDINA S A 28,570.0 $721K 0.01% $25.22
769 ATO ATMOS ENERGY CORP Utilities 3,900.0 $720K 0.01% -1K -25.2% $184.70 -3.9%
770 BSVO EA SERIES TRUST 28,389.0 $720K 0.01% NEW $25.37 +8.4%
771 SR SPIRE INC Utilities 7,877.0 $720K 0.01% +176.0 +2.3% $91.35 -5.1%
772 CACI CACI INTL INC Technology 1,315.0 $715K 0.01% -128.0 -8.9% $543.87 -9.9%
773 MAS MASCO CORP Industrials 11,789.0 $712K 0.01% +162.0 +1.4% $60.37 +11.2%
774 HERZ HERZFELD CARIBBEAN BASIN FD Financial Services 45,550.0 $709K 0.01% NEW $15.57 +13.2%
775 SUI SUN CMNTYS INC Real Estate 5,566.0 $708K 0.01% +866.0 +18.4% $127.17 -3.3%
776 NOBL PROSHARES TR 6,670.0 $707K 0.01% -122.0 -1.8% $106.01 +1.2%
777 JBHT HUNT J B TRANS SVCS INC Industrials 3,333.0 $706K 0.01% -153.0 -4.4% $211.93 +22.3%
778 CCS CENTURY COMMUNITIES INC Consumer Cyclical 12,147.0 $697K 0.01% +152.0 +1.3% $57.38 -8.6%
779 DB DEUTSCHE BK AG Financial Services 23,399.0 $697K 0.01% -2K -7.9% $29.78 +10.5%
780 IJK ISHARES TR 6,907.0 $695K 0.01% -947.0 -12.1% $100.61 +10.2%
Page 39 of 81  ·  1,613 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Financial Services 21.1%
Industrials 9.8%
Consumer Cyclical 9.6%
Healthcare 8.5%
Communication Services 8.0%
Consumer Defensive 5.4%
Energy 4.7%
Utilities 2.4%
Basic Materials 2.2%